对 OPEN 持看空态度，因对其盈亏平衡进展存疑，且房屋销售可能面临降价。
逐段跳播
哦，我看到一些关于Open Door CEO抓狂的评论。那是什么？Open Door CEO最糟糕的一周。8月的两周是最糟糕的。哦，那是三周前。好。好。好。就是这个。我们来看看这个。
关于Open Door实现盈亏平衡的路径有很多猜测。我担心有些人以为我们比实际更靠前，而不是让你们猜。我想，哦，有意思。第三季度正朝着提前说明的方向发展。我们还没有盈亏平衡。A&I盈亏平衡。
我不知道那是什么，调整后净利润。那听起来像是胡说八道，听起来就是这样。A和I，是调整后净利润。好。对。好。所以我们看到的是业务的实际数字，承保准确性的速度。我们正在取得很多进展。
TLDDR，最糟糕的住房市场让我们在调整后EBIDA目标上落后大约6到8周。贡献利润美元增加，贡献利润率。我们仍然预期A9为正，我们的财报电话会议你会把它做对。长期决策不是围绕一个季度数字来管理的。
8月考验了我们是否当真。听起来像是他用AI写的。所以就像你就能看出来。这不是借口。这只是发生的事。好。我们有一个选择。慢壳。我们看看这里。呃，我们看看。我想停放库存，想卖房子。
是的，这在我看来像是他们只是想，上周我们看到比市场快，比市场快19%清出。你知道，我个人见过的很多Open Door的房子很烂。但如果他们试图更快卖掉它们，那意味着他们试图降价。
所以，你知道，他们现在卖多少钱？因为我非常看空他们在5美元以上，呃SpaceX还在印钱。我非常看空他们在5美元以上。他们曾在一段时间里是6到10美元，我们在70时转为看多，然后他们一路跑到5美元。
所有人都以为这是自切片面包以来最好的东西，出租车里的人都在谈论Open Door。我说，"好吧，这就是顶部。这真的接近顶部了。"此后它跌到了现在的价位。是2块多吗？话虽如此，呃哦，大约230。
话虽如此，我确实认为我们在250左右时正接近底部。不是我想买Open Door，但这也与峰值收益率的概念一致，而我们还没有触及峰值收益率，这非常有意思。
Oh, I saw some comments about um the open door CEO freaking out. What was that? Open door CEO worst week. Two weeks of August were the worst. Oh, that was three weeks ago. Okay.
Okay. Okay. That was this. Let's take a look at this. A lot of speculation about uh open doors path to break even. I worry some folks where think we're further ahead rather than have you guess.
I want to Oh, interesting. Q3 is tracking to say things up front. We're not break even yet. A&I break even. I I don't know what is that adjusted net income. That sounds like bull crap is what that sounds like.
A and I it is adjusted net. Okay. So right. Okay. So what we're seeing is the actual numbers of the business the speed of underwriting accuracy. We're making a lot of progress.
TLDDR the worsting housing market pushed us to roughly 6 to 8 weeks behind on our adjusted EBIDA goal post. Contribution profit dollars increase contribution margin. We still expect A9 positive and our earnings call you make it right.
Long-term decisions not managed around a quarterly num uh number. August tested whether we meant it. It sounds like he wrote this with AI. So like you just you just tell. Uh it's not an excuse.
It's just what happened. Okay. We had a choice. Slow shell. Let's see here. Uh, let's see. I want to park inventory, want to sell homes. Yeah, that sounds to me like they just want to last week we saw to faster than market and cleared 19% faster than the market.
You know, a lot of the open door homes I've personally seen suck. Uh but if they're trying to sell them faster, that means they're trying to cut the prices on them. So, you know, what are they selling for now?
Because I I was very bearish on them above $5 and uh SpaceX still printing. I was very bearish on them above $5. They were like $6 to $10 for a period of time and we got bullish on them at 70 and then they ran all the way $5.
Everybody thought it was the best thing since sliced bread and people in taxis are talking about Open Door. I'm like, "All right, this is this is the top. This is really close to the top."
It's since come down to whatever it is now. Is it like 2 something? That said, uh oh, two about 230. That said, I did think we were getting closer to a bottom around 250. Not that I want to buy Open Door, but that's also in alignment with the peak yield idea and we have not hit peak yields yet, which was very interesting.
他们现在卖多少钱？因为我非常看空他们在5美元以上，呃SpaceX还在印钱。我非常看空他们在5美元以上。他们曾在一段时间里是6到10美元，我们在70时转为看多，然后他们一路跑到5美元。
what are they selling for now? Because I was very bearish on them above $5 and uh SpaceX still printing. I was very bearish on them above $5. They were like $6 to $10 for a period of time and we got bullish on them at 70 and then they ran all the way $5.
这个频道对 $OPEN 的历次判断
Meet Kevin 在这只股票上只有这一条判断。